Posts tagged ‘global growth’

Where to find strategic relative value in Q3



As I look at the macro environment in the third quarter, I see a coasting global recovery of solid stable growth. Subdued inflationary pressures mean that monetary policy will be tightened only gradually, and this will support risk taking. In the current environment, I prefer equities over fixed…

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Channeling the World Series Momentum: Why 2016 was the year of ‘Anything Can Happen’



As we near the end of 2016, it seems as if the year has been filled with events that took investors, global citizens, markets, and even sports fans by surprise. Some events presented challenges, others opportunity, and some, like the Chicago Cubs ending a 108-year drought to become World Series…

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